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Family Tax Planning

Price: $19.99

CPE Credits: 2.0

Category: , ,

Course Number: TXFAMYDS

family tax

Description:
While the nuclear family remains the centerpoint of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero. Table of Contents

Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: General understanding of federal income taxation

Advanced Preparation: None

Author: Danny C. Santucci

Publication: July 2017; Updated: January 2019

Format: PDF
Pages: 78

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  1. Recognize the effect of marital status on filing status, identify the advisability of filing a joint return enlight of the innocent spouse rules, specify available exemptions, and determine the differences between deductible and nondeductible divorce costs(ques#1,2,3).
  2. Identify the costs and fees that qualify for the tax credit for adoption expenses and for education credits, such as the HOPE credit, and cite the requirements for dependent care assistance and the contribution limits for Coverdell ESAs(ques#4,5,6,7).
  3. Determine medical cost deductions available to individuals under §213, specify items qualifying as deductible §163 home mortgage interest, and recognize the taxation of §1041 interspousal transfers particularly as to property settlements.

 

Description:
While the nuclear family remains the centerpoint of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family economic concerns permitting the practitioner to be a real tax hero. Table of Contents

Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: General understanding of federal income taxation

Advanced Preparation: None

Author: Danny C. Santucci

Publication: July 2017; Updated: January 2019

Format: PDF
Pages: 78

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  1. Recognize the effect of marital status on filing status, identify the advisability of filing a joint return enlight of the innocent spouse rules, specify available exemptions, and determine the differences between deductible and nondeductible divorce costs(ques#1,2,3).
  2. Identify the costs and fees that qualify for the tax credit for adoption expenses and for education credits, such as the HOPE credit, and cite the requirements for dependent care assistance and the contribution limits for Coverdell ESAs(ques#4,5,6,7).
  3. Determine medical cost deductions available to individuals under §213, specify items qualifying as deductible §163 home mortgage interest, and recognize the taxation of §1041 interspousal transfers particularly as to property settlements.

 

  • “It is rare that i can actually say that I enjoyed a CPE course but I found this one informative and very interesting, relying more on the author’s examples and not just quoting tax code!  [Healthcare Reform: The affordable Care Act Tax Provisions]

    - Thomas

  • “The course on ethics was one of the best correspondence courses I ever used.  It was well organized and the examples used were extremely helpful.”

    - Tommy R.

  • “Excellent Regulatory Review Course. The self-study format (E-Book) provided an excellent overview of the regulatory requirements for California CPAs. I will be using the E-Book as  a reference material. Thank you for providing a very comprehensive yet affordable option for this required CPE.”

    - Constance